Civic Intelligence

Vela Investment Management LLC

Plan context: Vela Investment Management LLC 401(K) Profit Sharing Plan & Trust

EIN 84-3778213 • New Albany, OH • 7 filings • 2 plans

220 Market St Ste 208New Albany, OH 43054-9031
Current Snapshot

Latest Year

2025

2025 Participants

29

2025 Assets

$2,617,507

2025 Contributions

$379,694

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,617,507$1,308,754$0202120232025YearValue
$2,617,507Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

29150202120232025YearValue
29Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025129$2,617,507$379,694$13,093iApproximate average salary by contribution assumption: employee only about $327,322 at 4% or $218,215 at 6%; with 50% employer match about $218,215 at 4% or $145,477 at 6%; with 100% employer match about $163,661 at 4% or $109,107 at 6%.
Vela Investment Management LLC 401(K) Profit Sharing Plan & Trust-29$2,617,507$379,694$13,093iApproximate average salary by contribution assumption: employee only about $327,322 at 4% or $218,215 at 6%; with 50% employer match about $218,215 at 4% or $145,477 at 6%; with 100% employer match about $163,661 at 4% or $109,107 at 6%.
2024127$2,004,965$443,330$16,420iApproximate average salary by contribution assumption: employee only about $410,491 at 4% or $273,660 at 6%; with 50% employer match about $273,660 at 4% or $182,440 at 6%; with 100% employer match about $205,245 at 4% or $136,830 at 6%.
Vela Investment Management LLC 401(K) Profit Sharing Plan & Trust-27$2,004,965$443,330$16,420iApproximate average salary by contribution assumption: employee only about $410,491 at 4% or $273,660 at 6%; with 50% employer match about $273,660 at 4% or $182,440 at 6%; with 100% employer match about $205,245 at 4% or $136,830 at 6%.
2023217$1,415,759$583,531$34,325iApproximate average salary by contribution assumption: employee only about $858,134 at 4% or $572,089 at 6%; with 50% employer match about $572,089 at 4% or $381,393 at 6%; with 100% employer match about $429,067 at 4% or $286,045 at 6%.
Vela Investment Management LLC 401(K) Profit Sharing Plan & Trust-17$1,415,759$279,457$16,439iApproximate average salary by contribution assumption: employee only about $410,966 at 4% or $273,977 at 6%; with 50% employer match about $273,977 at 4% or $182,652 at 6%; with 100% employer match about $205,483 at 4% or $136,989 at 6%.
VELA INVESTMENT MANAGEMENT SOCA BENEFIT PLAN-0$0$304,074-
2022218$1,005,195$415,754$23,097iApproximate average salary by contribution assumption: employee only about $577,436 at 4% or $384,957 at 6%; with 50% employer match about $384,957 at 4% or $256,638 at 6%; with 100% employer match about $288,718 at 4% or $192,479 at 6%.
Vela Investment Management LLC 401(K) Profit Sharing Plan & Trust-14$997,865$177,991$12,714iApproximate average salary by contribution assumption: employee only about $317,841 at 4% or $211,894 at 6%; with 50% employer match about $211,894 at 4% or $141,263 at 6%; with 100% employer match about $158,921 at 4% or $105,947 at 6%.
VELA INVESTMENT MANAGEMENT SOCA BENEFIT PLAN-18$7,330$237,763$13,209iApproximate average salary by contribution assumption: employee only about $330,226 at 4% or $220,151 at 6%; with 50% employer match about $220,151 at 4% or $146,767 at 6%; with 100% employer match about $165,113 at 4% or $110,075 at 6%.
2021112$896,951$882,974$73,581iApproximate average salary by contribution assumption: employee only about $1,839,529 at 4% or $1,226,353 at 6%; with 50% employer match about $1,226,353 at 4% or $817,569 at 6%; with 100% employer match about $919,765 at 4% or $613,176 at 6%.
Vela Investment Management LLC 401(K) Profit Sharing Plan & Trust-12$896,951$882,974$73,581iApproximate average salary by contribution assumption: employee only about $1,839,529 at 4% or $1,226,353 at 6%; with 50% employer match about $1,226,353 at 4% or $817,569 at 6%; with 100% employer match about $919,765 at 4% or $613,176 at 6%.